Retirement Planning

Ready to take charge of your finances?

“Simple, Safe and Secure” – three words that describe Tony’s unique “philosophy” and “process” for helping people stress less about their money. We called it The WorryFree Retirement® Process.

To start your journey to a worry-free retirement, let’s begin by looking at the 5 steps involved in Tony’s system:

1. Clarify Your Vision

Before beginning any journey, it’s best to know where you’re going and what to expect along the way. Our first step of the process is unique because it’s all about you and your vision of retirement.

Together, we’ll clarify where you want to go. We’ll help identify your personal strengths and opportunities and consider potential dangers and threats to your financial journey. A personalized written outline summarizing your unique vision will be mailed to you for review at no cost or obligation.

2. Assess Your Situation

A trusted doctor would never give a medical diagnosis without first looking you over. When it comes to your financial diagnosis, neither will Tony!

At “The Assessment” meeting, we will review your personal financial information. We’ll help organize your finances so that potential issues or concerns can be addressed and corrected. A brief written assessment of any findings and recommendations will be provided to you at no cost.

3. Commit Your Retirement

The WorryFree Retirement® is based on commitment and trust. In order to work together, we must confirm our commitment to the process.

We will never pressure you to buy anything from us, nor will we ever suggest you move forward with our recommendations unless you completely understand them.

4. Implement Your Gameplan

Reaching any goal requires action. With implementation of your personal Gameplan, you will have a safe, easy to follow path format reaching your retirement goals.

This written Gameplan will be self-contained in a highly organized binder that clearly communicates your hopes and dreams.

5. Monitor Your Progress

There’s only one guarantee in life: nothing stays the same! Because change is inevitable, we provide one-on-one consultation with you at no cost, whenever you need it. When you’ve got a question, we’ll be here for you.

That’s what trust and commitment are all about.

The WorryFree Retirement® Process anticipates change and values the idea of monitoring your progress along the way. Our time together also gives us a chance to explore new ideas and possibilities as well.

Walker Financial Services is a registered investment adviser located in Bowling Green, KY. Walker Financial Services may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Walker Financial Services’ web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Walker Financial Services’ web site on the internet should not be construed by any consumer and/or prospective client as Walker Financial Services’ solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Walker Financial Services with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Walker Financial Services, please contact the state securities regulators for those states in which Walker Financial Services maintains a registration filing. A copy of Walker Financial Services’ current written disclosure statement discussing Walker Financial Services’ business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Walker Financial Services upon written request. Walker Financial Services does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Walker Financial Services’ web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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